OF
PNW icon

Optimize Financial’s Pinnacle West Capital PNW Stock Holding History

Optimize Financial’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
+2,117
New +$204K 0.1% 280

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's PNW Position: Q1 2026 in Review

Optimize Financial opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 2,117 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #280 among its holdings.

703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Optimize Financial held 2,117 shares of Pinnacle West Capital worth $213K as of Q1 2026.
  • Pinnacle West Capital was a new Optimize Financial position in Q1 2026.
  • Pinnacle West Capital made up 0.1% of Optimize Financial's portfolio in Q1 2026, its #280 holding.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.